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Summit Portfolio Management, LTD.: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Portfolio Management, LTD. on SPY, newest first. How the timeline and the estimate are built.

Summit Portfolio Management, LTD. held 526 SPY shares at 2026-03-31 per its 13F-HR filed 2026-04-30.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 526 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $342,079.

    13F-HR 0002132683-26-000002 filed by Summit Portfolio Management, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).